Wj Wealth Management, LLC Ishares S&P 100 ETF Transaction History

Wj Wealth Management, LLC

  • $249 Million
  • Q1 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Wj Wealth Management, LLC holds 46,112 shares of OEF stock, worth $12.2 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
46,112
Previous 51,584 10.61%
Holding current value
$12.2 Million
Previous $11.5 Million 1.0%
% of portfolio
4.58%
Previous 5.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$219.81 - $247.98 $1.2 Million - $1.36 Million
-5,472 Reduced 10.61%
46,112 $11.4 Million
Q4 2023

Jan 12, 2024
SELL
$193.71 - $224.12 $3.03 Million - $3.51 Million
-15,661 Reduced 23.29%
51,584 $11.5 Million
Q3 2023

Oct 10, 2023
BUY
$199.84 - $214.2 $1.03 Million - $1.11 Million
5,168 Added 8.33%
67,245 $13.5 Million
Q2 2023

Jul 11, 2023
BUY
$185.57 - $207.06 $11.5 Million - $12.9 Million
62,077 New
62,077 $12.9 Million

Others Institutions Holding OEF

# of Institutions
771
Shares Held
34.4M
Call Options Held
12.6K
Put Options Held
12.7K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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